Open Source CRM’s

A Research Study on Java Open Source CRM’s available in the market with special focus on the very popular SugarCRM and integrating it with iFast’s Scope of business

Prepared & Presented By:

Sheldon Nailer

PGDM 0846

MET

CRM

In a nutshell, CRM can help you manage any interaction a company has with its Customers or potential customers. A CRM can :- Provide you with a unified database to house the contact details for all of your

prospects and customers. Allow you to associate notes, histories, appointments, and even documents

with a specific contact record. Give you automated methods to improve your marketing effectiveness. Improve your relationship with your current customers by providing you with

customer service tools. Provide executives with tools to track their sales performance.

CRM’s Researched

• AbelCRM• CentricCRM• Compiere• Concourse• Dynamics CRM(Microsoft)• Queplix• Hipergate• SugarCRM• vTiger

• A disruptive force in the small enterprise Customer Relationship Management (CRM) market.

• It is a commercial open source model• The best-selling customer relationship management (CRM) software

products on the market today.• Php based, runs on Apache tomcat and supports the most commonly

used database software's. Eg: Oracle, MySQL, etc• Readily available Support to the Latest Updates, Plugins and Bugs on

their developer’s website.• Features are comparable to the high end commercial CRM software’s

available in the market and that too for free.

5

• Compiere is an integrated open source ERP and CRM business solution built on a powerful Model-driven Application Platform that gives you the capabilities to run YOUR business, YOUR way.

• Compiere business solutions software is used to automate all of your financial, distribution, sales and service processes quickly, affordably and easily.

• Compiere is entirely based on the concept of Active Data Dictionary (ADD).

• ERP benefits well proven in large companies

1. Improves operational efficiencies

2. Enables global market expansion

3. Improves customer service to drive revenue

4. Leverages information for better decisions

5. Adapts to business growth & change

Features/Modules

• Financial Management • Materials Management• Purchasing• Order Management • Manufacturing• Warehouse Management• Projects • Sales• E-commerce• Service• Point of Sale• Performance Management

• It is completely free. • It is the only Open Source application with such a wide

functional coverage. • Runs on multiple databases and operating systems • Multilingual• Has a professional services support network. • Is well documented.

Customization

Call Module Direct Customer/IFA calling

iFAST